AWM

Altavista Wealth Management Portfolio holdings

AUM $496M
1-Year Est. Return 20.88%
This Quarter Est. Return
1 Year Est. Return
+20.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.08M
3
+$789K
4
STZ icon
Constellation Brands
STZ
+$711K
5
TMO icon
Thermo Fisher Scientific
TMO
+$544K

Top Sells

1
+$1.59M
2
+$922K
3
+$440K
4
MSFT icon
Microsoft
MSFT
+$414K
5
MCD icon
McDonald's
MCD
+$353K

Sector Composition

1 Technology 16.77%
2 Healthcare 12.21%
3 Financials 11.1%
4 Consumer Discretionary 10.92%
5 Consumer Staples 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.38M 0.51%
25,902
-746
52
$1.38M 0.51%
17,651
-1,400
53
$1.37M 0.51%
11,182
-83
54
$1.35M 0.5%
17,424
-1,513
55
$1.33M 0.49%
10,023
-6,952
56
$1.3M 0.48%
16,280
+307
57
$1.26M 0.47%
23,901
+1,645
58
$1.22M 0.45%
48,098
+685
59
$1.21M 0.45%
5,848
-97
60
$1.11M 0.41%
40,388
-2,546
61
$1.1M 0.41%
21,204
+4,291
62
$1.08M 0.4%
26,715
-680
63
$1.05M 0.39%
17,426
-249
64
$1.05M 0.39%
4,714
+3,545
65
$1.04M 0.39%
17,500
+1,850
66
$1.03M 0.38%
40,139
+585
67
$1.02M 0.38%
57,776
-450
68
$1.01M 0.38%
14,921
69
$988K 0.37%
39,115
-6,822
70
$982K 0.37%
23,428
-320
71
$962K 0.36%
13,127
-450
72
$924K 0.34%
11,330
-450
73
$917K 0.34%
8,285
+416
74
$907K 0.34%
11,314
75
$875K 0.33%
14,660
-640
1 2
3
4 5